Client Onboarding Administrator
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Job Summary
| Hours per Week | 37.5 |
| Work Pattern | 8.30am 5.00pm |
| Hybrid Working | Available after 2 months service (up to 2 days WFH per week) |
| Client Facing | No |
This opportunity within our Client Onboarding team offers a chance to be directly involved in helping us deliver our award-winning client-centred service.
Simply put whenever a new or existing client asks for new accounts or portfolios to be set up the Client Onboarding team is responsible for ensuring these are done in an accurate and timely manner.
This will involve checking records on multiple bespoke systems as well as preparing and delivering portfolio and client documentation.
You will also support the team in handling requests related to deceased parties which may include the creation and maintenance of associated legal documentation.
This is not a client-facing role your main contact will be with other department colleagues for any possible queries.
Further specific details about the role can be found in the job description attached to this advert.
What were looking for
- Previous administrative experience ideally within financial services or another regulated industry.
- Excellent attention to detail.
- Ability to organise plan coordinate communicate and escalate tasks based on provided priorities.
- Excellent time management and organisational skills.
- Proactive and thorough approach to dealing with workload.
- Self-starter who is comfortable working without supervision and as part of a team.
- Willingness to learn new processes and systems.
- Confident user of IT systems particularly Microsoft Excel.
We would particularly welcome applications from candidates who are interested in or are already completing the CISI Level 3 Investment Operations Certificate.
What does the future look like
Once you are settled into the role you will begin to take on more responsibility within the team including taking on more complex processing and tasks.
Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications if that is something they wish to do.
Typically our administrators would start on the Level 3 Investment Operations Certificate which provides them with a deep understanding of our industry FCA regulations and how our firm operates. This can then act as a pathway to further qualifications such as the Level 4 Investment Advice Diploma.
Who we are
At Redmayne Bentley our goal is to provide excellent personal investment services that enhance clients wealth.
It is an exciting time to be part of our firm having recently launched our new five-year business plan to improve grow and accelerate. We will achieve this through seeking operational and productivity improvements growing the investment management and financial planning services leveraging and protecting existing income lines and considering new acquisition opportunities.
As one of the UKs largest independent investment management and stockbroking firms we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn grow and develop across the financial sector.
Our friendly inclusive and collaborative environment rewards hard work with generous perks and benefits and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.
Our future looks more exciting than ever come and share it with us.
Our Values
Our core values are at the heart of everything we do:
Our Benefits
We are always continuing to improve our employee benefits to support our employees lifestyles provide more flexibility and to reward and recognise excellence.
Pension
Scheme
Private
Medical Insurance
Employee Assistance Programme
Travel Loans and Cycle to Work
Reward and Recognition Schemes
Hybrid
Working
Group Life Assurance
Generous Family Leave Entitlements
Are you interested in this role
Yes Thats great! Find out more about our application process below and what to expect after applying.
Applying is easy! All you need to do is enter your email address and click theApply Now button or alternatively sign-in using your social media profile. You will then be asked to enter your details and submit your CV.
We review applications regularly; we do not wait for the closing date when we see a great candidate! We will be in touch via email or telephone confirming the next the meantime find out more about us and our teams using the headers at the top or following us onsocial media.
If you are successful in being shortlisted we will ask you to come in and meet us for an interview. This is your opportunity to show us how you share our values and would be a great fit for the role.
Documents
Required Experience:
Unclear Seniority
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Redmayne Bentley provides personal investment expertise across a range of investment management and stockbroking services.
